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Capital Group Core Balanced shares owned by Venture Visionary Partners

Quarter-by-quarter ownership of Capital Group Core Balanced (CGBL) shares owned by Venture Visionary Partners from 13F filings

Historical chart of Venture Visionary Partners investment in Capital Group Core Balanced

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Balanced held by Venture Visionary Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Balanced by Venture Visionary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 119k 34.72
2025-06-30 $2.9M 85k 33.44
2024-12-31 $1.4M 45k 31.27
2024-09-30 $1.2M 39k 31.05
2024-06-30 $1.2M 40k 29.73
2024-03-31 $1.1M 37k 29.11
2023-12-31 $642k 24k 27.34

More positions owned by Venture Visionary Partners

Microsoft Corporation Put Option (MSFT)
Apple Call Option (AAPL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A Call Option (META)
Amazon Put Option (AMZN)
Ishares Tr Ibonds Dec 2031 (IBDW)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Broadcom (AVGO)

View all positions for Venture Visionary Partners

Top funds holding Capital Group Core Balanced

LPL Financial
Advance Capital Management
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
CWM
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Royal Bank of Canada
Wells Fargo & Company
Kestra Advisory Services
Jones Financial Companies, L.L

View all funds holding Capital Group Core Balanced